From the very start we wanted to make financial advice something clients would value and appreciate. We believe in a thing called service and creating long term relationships. Whether it's helping ayoung couple buy their first home, or a newly retired couple manage their retirement savings. It's what gets us out of bed in the morning! We do all of this on a simple fee basis without the pressure of selling products. Our clients prefer it this way and so do we!
Many of our clients tell us that the hardest aspect of financial planning is articulating their own goals and aspirations. That is why financial advisers who simply bombard you with figures and offeryou 'the best' pension plan or ISA totally miss the point. It's no wonder that many individuals feel dissatisfied about their plans for the future when products have been randomly put together through personal interest, lack of knowledge or market 'noise'. This is rarely a recipe for success.
At The Oxford Advisory Partnership, we guide clients on their financial journey through the various stages of life. We do this by getting to know what you want out of life and what the financialrequirements might be to achieve your goals. Such goals are rarely achieved by accident, more usually by design. We will create a plan for your journey that tries to anticipate and cater for key events along the way.
Making plans for your retirement involves making some of the most important decisions you will ever make. The breadth and complexity of the available financial solutions can appear overwhelming, andthe options that are right for you will depend on your own unique situation.
Our team of experts deliver professional advice and a personal service to both individual and corporate clients. FOCUS aims to be the natural choice as trusted advisers in protecting assets andincreasing wealth. Regulated directly by the Financial Conduct Authority, we offer independent advice and a bespoke service - providing a complete solution for total peace of mind.
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with theircontact telephone number. I have 25 years' experience in the financial services industry, mainly as a financial adviser, but including 5 years as a senior Compliance Technician with a national firm of advisers.
At Silveridge our friendly, professional team are all fully qualified and have over 30 years combined experience in the financial services industry. We have never needed to advertise, as the vastmajority of our clients are repeat customers who've been more than happy to refer their friends, family and work colleagues. Over the years we have helped thousands of customers across Oxfordshire, Buckinghamshire, Berkshire and Hertfordshire achieve their objectives.
Legion Trade Finance is an independent financier of UK companies which need facilities to purchase goods from their suppliers worldwide. We offer bespoke and structured finance solutions includingpaying suppliers direct, loans and letters of credit. Our typical facility starts at £250k with no upper limit on the size of trades we can fund.
Critchleys VAT really came through for us in solving our matter with speed and professionalism, and keeping us fully informed every step of the way. A great efficient service. For High Net Worth orSophisticated Investors becoming a Business Angel offers new opportunities for investment. The role of the Business Angel varies from investment to investment â€ some Angels prefer very active involvement whereas others choose to assist from afar.
We are a small firm of independent financial advisers dedicated to looking after our customers needs. For further information, please read our initial disclosure document which confirms ourindependent status and the protection afforded to you by the Financial Services Compensation Scheme.
We want to help you create a financial plan that will meet both your life goals, and your personal values. Goal setting is a powerful tool, whether applied to one's professional life, personalaspirations, or personal finances. In fact, goal setting can make the difference between success and failure. We all have financial needs, and finding an affordable solution to meet those needs is an area in which many people seek advice.
Established in 2005, Strategic Financial Portfolios Limited has delivered sound strategies benefiting new and existing clients. We have enjoyed steady growth built on our core values and prudentmanagement. Our team consists of two directors, three Independent Financial Advisers a Mortgage Adviser and a strong support team.
Kabayan Finance was incorporated in 2009 and has been actively trading since 2010. We often sponsor Filipino cultural and community events and attend the major Barrio Fiestas. We are now able tostructure longer term instalment loans to suit most needs and are committed to the principles of responsible lending.
Expert Wealth Management will play an active part in the development, promotion and upholding of the Personal Finance Society Code of Ethics. The code sets down the principles which all members shouldfollow in the course of their professional duties. We encourage others to uphold the code to ensure the profession is seen in a positive light.
McGrath Rathbone is a firm of experienced Independent Financial Advisers, delivering a professional and specialised service to individuals and businesses. Our combination of knowledge and expertiseensures our clients receive a quality of advice which they tell us is second to none.
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions aboutyour financial future, short, medium and long term. The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners.
We are pension specialists qualified in all areas of pension advice. We enjoy the challenge of the complicated nature of pensions and like to help our clients by making pension planning easy andtailoring it to your personal financial goals. We provide you with detailed information and options, so you can make an informed decision. It's a free initial review, and you are under no obligation.
Are you looking for impeccable financial advice, tailored to your specific needs? Providing logical, intelligent financial solutions that reflect your individual requirements is the hallmark ofShirley Hook-Pattison's financial advice. Shirley's professionalism is enhanced by her warm and approachable manner.
Specialists in Anglo French financial planning since 1988 Charles Hamer financial services arrange French mortgages and provide additional financial services for those intending to purchase a propertyin France. Our expertise lies in being able to both obtain French property finance and designing financial solutions that optimise tax efficiency during the period of French property ownership.
Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The precise amount will depend on your circumstances but will typically be£295, this fee will be payable on completion. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.